financial planning
Americannoun
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the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
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the business of devising such programs.
Other Word Forms
- financial planner noun
Example Sentences
Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.
“You just need somebody you can trust” to provide holistic financial planning.
From MarketWatch • Apr. 10, 2026
Perhaps you’re looking for basic financial planning — help with tasks such as retirement planning, tax planning and budgeting — but aren’t interested in alternative investments or complex portfolio-construction strategies.
From MarketWatch • Apr. 10, 2026
After all, internally in their financial planning, and externally in communication with supporters, the stated target from the previous summer had been a return to European competition, most likely through the Europa League.
From BBC • Apr. 1, 2026
Large language models aren’t good at math, which is a problem when it comes to financial planning.
From The Wall Street Journal • Feb. 9, 2026
Tom Gau happens to sell financial planning services.
From "The Tipping Point" by Malcolm Gladwell
Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023
Idioms from The American Heritage® Idioms Dictionary copyright © 2002, 2001, 1995 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company.
